Forward Management’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Forward Management’s Portfolio MB Stock Details MB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-10,000	Closed	-$138K	–	322
2015 Q2	$138K	Buy	+10,000	New	+$135K	0.01%	293

Other funds holding MB

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forward Management's MB Position: Q3 2015 in Review

Forward Management sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q3 2015, closing a stake of 10,000 shares — an estimated $138K sold.

Forward Management first reported a position in MB in Q2 2015 and held it in 1 quarter. The position peaked at $138K in Q2 2015. 57 funds tracked by Wall St. Rank hold MB as of Q3 2015.

Forward Management reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q3 2015 after selling out during the quarter.
Forward Management sold 10,000 MINDBODY, Inc. Class A Common Stock shares in Q3 2015, an estimated $138K.
Forward Management first reported a position in MINDBODY, Inc. Class A Common Stock in Q2 2015 and held it in 1 quarter.
Forward Management's MINDBODY, Inc. Class A Common Stock position peaked at $138K in Q2 2015.
57 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q3 2015.

Based on Forward Management's 13F filing for Q3 2015, filed 9 Nov 2015.